Professional
Added to YB: 2024-10-07
Pitch date: 2024-09-30
HELE [bullish]
Helen of Troy Limited
-59.77%
current return
Author Info
No bio for this author
Company Info
Helen of Troy Limited operates as a consumer products company in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$521.0M
Pitch Price
$61.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.49
P/E
-0.57
EV/Sales
0.75
Sector
Household Durables
Category
value
Palm Valley Capital Fund Portfolio Holding: Helen of Troy Limited
HELE: Consumer products roll-up with top brands (OXO, Hydro Flask). Heavily shorted, but leading market shares & P&G partnership. Asset-light model generates cash, maintaining reasonable leverage despite acquisitions. 14% FCF yield, 8x normalized op profit. Recent underperformance due to discretionary nature post-stimulus.
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